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Dynamic Advisor Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Dynamic Advisor Solutions’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Sell
2,267
-370
-14% -$37.4K 0.01% 946
2026
Q1 		$255K Sell
2,637
-101
-4% -$10.5K 0.01% 858
2025
Q4 		$284K Sell
2,738
-224,677
-99% -$22.9M 0.01% 798
2025
Q3 		$22.5M Sell
227,415
-196
-0.1% -$19.1K 0.65% 31
2025
Q2 		$21.3M Buy
227,611
+3,474
+2% +$305K 0.66% 33
2025
Q1 		$19.7M Buy
+224,137
New +$20.6M 0.65% 36
2024
Q4 		– Sell
-197,121
Closed -$19.1M – 753
2024
Q3 		$19.1M Buy
197,121
+2,275
+1% +$208K 0.57% 38
2024
Q2 		$16.9M Buy
194,846
+5,277
+3% +$459K 0.53% 39
2024
Q1 		$17M Buy
189,569
+17,237
+10% +$1.48M 0.58% 32
2023
Q4 		$14.3M Buy
172,332
+3,619
+2% +$281K 0.53% 37
2023
Q3 		$12.8M Buy
168,713
+5,874
+4% +$468K 0.6% 31
2023
Q2 		$13M Buy
162,839
+707
+0.4% +$53.2K 0.67% 20
2023
Q1 		$12M Buy
162,132
+1,186
+0.7% +$84.2K 0.7% 20
2022
Q4 		$10.4M Sell
160,946
-42
-0% -$2.72K 0.71% 23
2022
Q3 		$9.66M Buy
160,988
+2,304
+1% +$155K 0.74% 25
2022
Q2 		$10.1M Buy
158,684
+31,390
+25% +$2.15M 0.78% 22
2022
Q1 		$9.51M Sell
127,294
-47,467
-27% -$3.5M 0.66% 29
2021
Q4 		$13.3M Sell
174,761
-586
-0.3% -$44.4K 0.95% 16
2021
Q3 		$12.8M Sell
175,347
-1,623
-0.9% -$122K 0.97% 15
2021
Q2 		$13.1M Buy
176,970
+15,003
+9% +$1.09M 1.04% 13
2021
Q1 		$11.2M Buy
161,967
+35,880
+28% +$2.36M 1.04% 15
2020
Q4 		$7.82M Buy
126,087
+69,700
+124% +$4.11M 0.73% 21
2020
Q3 		$3.08M Sell
56,387
-2,490
-4% -$136K 0.35% 74
2020
Q2 		$3.08M Buy
58,877
+8,646
+17% +$431K 0.42% 59
2020
Q1 		$2.2M Sell
50,231
-220,654
-81% -$11.3M 0.4% 62
2019
Q4 		$14.8M Sell
270,885
-7,160
-3% -$379K 2.02% 3
2019
Q3 		$13.9M Buy
278,045
+143,648
+107% +$7.04M 2.16% 3
2019
Q2 		$6.46M Buy
134,397
+11,005
+9% +$521K 1.04% 14
2019
Q1 		$5.75M Buy
123,392
+83,069
+206% +$3.75M 1.09% 13
2018
Q4 		$1.79M Sell
40,323
-6,949
-15% -$309K 0.38% 75
2018
Q3 		$2.21M Buy
47,272
+22,159
+88% +$1.01M 0.46% 60
2018
Q2 		$1.09M Buy
25,113
+1,826
+8% +$77.8K 0.25% 119
2018
Q1 		$966K Sell
23,287
-52,273
-69% -$2.27M 0.25% 122
2017
Q4 		$3.21M Buy
75,560
+31,317
+71% +$1.29M 1.05% 24
2017
Q3 		$1.78M Buy
+44,243
New +$1.75M 0.71% 43
2016
Q3 		– Sell
-18,363
Closed -$597K – 235
2016
Q2 		$597K Buy
18,363
+5,782
+46% +$186K 0.24% 113
2016
Q1 		$387K Buy
12,581
+5,423
+76% +$155K 0.16% 141
2015
Q4 		$207K Buy
+7,158
New +$213K 0.09% 201
2015
Q2 		– Sell
-30,046
Closed -$911K – 178
2015
Q1 		$911K Buy
30,046
+2,473
+9% +$74.7K 0.46% 67
2014
Q4 		$857K Buy
27,573
+3,977
+17% +$125K 0.46% 66
2014
Q3 		$739K Buy
23,596
+10,620
+82% +$330K 0.4% 69
2014
Q2 		$398K Sell
12,976
-4,917
-27% -$147K 0.24% 126
2014
Q1 		$524K Buy
17,893
+3,556
+25% +$102K 0.36% 99
2013
Q4 		$414K Buy
+14,337
New +$398K 0.31% 117

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Dynamic Advisor Solutions's MOAT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 14% in Q2 2026, selling an estimated $37.4K and leaving 2,267 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #946.

Dynamic Advisor Solutions first reported a position in MOAT in Q4 2013 and has held it in 44 quarters since. The position peaked at $22.5M in Q3 2025. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Dynamic Advisor Solutions held 2,267 shares of VanEck Morningstar Wide Moat ETF worth $236K as of Q2 2026.
  • Dynamic Advisor Solutions sold 370 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $37.4K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #946 holding.
  • Dynamic Advisor Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and has held it in 44 quarters since.
  • Dynamic Advisor Solutions's VanEck Morningstar Wide Moat ETF position peaked at $22.5M in Q3 2025.
  • 118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.